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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,908 | $79,209-76.1% | $102,434-81.5% | $74,459-74.6% |
| Participation rate | 35.4% | 74.8%-39.4pp | 76.5%-41.1pp | 67.2%-31.8pp |
| Annual return | 11.79% | 54.98%-43.2pp | 29.46%-17.7pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $866 | $2,362-63.3% | $3,023-71.3% | $2,626-67.0% |
| Participant deferral / active EE | $2,089 | $4,417-52.7% | $5,055-58.7% | $4,350-52.0% |
| Admin fee / account holder | $1,557 | $2,002-22.2% | $9,462-83.5% | $1,945-19.9% |